Healthcare & Life Sciences

CRISPR Therapeutics

High1/2 relationships sourcedProfile verified Aug 14, 2026

30-Second Executive Brief

Executive Assessment

CRISPR Therapeutics functions as an established institution within Healthcare & Life Sciences, backed by 65% sourcing coverage, with a stable competitive position.

  • Maintains 2 mapped relationships across the graph
  • 65% sourcing coverage across sourced relationships
  • Tracked as established institution within the Healthcare & Life Sciences category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
65%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Insufficient Data

Coverage

Mapped Relationships
2
Technology Domains
3

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Casgevy revenue expected to nearly triple in 2026 on expanding global patient accessPotential label expansion to ages 5-11 following first-half 2026 regulatory submissions using an FDA priority review voucher

Top Risks

Casgevy revenue growth depends heavily on infusion center capacity and insurance coverage expansion, both of which have historically lagged approvalPipeline diversification into cardiovascular and autoimmune disease carries typical clinical-stage biotech attrition risk

Critical Dependencies

Continue to Dependency Graph ↓

CRISPR Therapeutics, co-developer with Vertex Pharmaceuticals of Casgevy -- the first FDA-approved CRISPR gene-editing therapy -- reported Q1 2026 Casgevy revenue of $43 million, with the companies projecting revenue to nearly triple over 2026 on expanding patient access, rising infusion volumes, and broader insurance coverage. The company held $2.44 billion in cash as of March 2026 (up from $1.98 billion at year-end, partly from a $585 million convertible note raise) and is advancing a diversified pipeline spanning in vivo liver editing, siRNA programs, an autoimmune/oncology CAR-T platform (zugo-cel), and regenerative medicine for diabetes, while pursuing first-half 2026 regulatory submissions to expand Casgevy's label to patients aged 5-11.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Coolingdriven mostly by insider filing activity, down 10 since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentions Vertex

Under an amended agreement, Vertex leads global development, manufacturing, and commercialization of CASGEVY, and Vertex and CRISPR Therapeutics share profits and program costs on a 60/40 basis.

SEC 8-K exhibit (0001193125-26-204147) · May 4, 2026

Mentions Vertex

Under an amended agreement, Vertex leads global development, manufacturing, and commercialization of CASGEVY, and Vertex and CRISPR Therapeutics share profits and program costs on a 60/40 basis. Vertex is the manufacturer and exclusive license holder of CASGEVY.

SEC 8-K exhibit (0001193125-26-330644) · Aug 3, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 1 government/SEC filing

Insider Filing Activity

1Form 4 filings, trailing 90 days-10 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding CRISPR Therapeutics — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far

2026-Q1: Casgevy revenue reaches $43M, cash position strengthens to $2.44BFeb 2026: CRISPR Therapeutics FY2025 Annual Report (Form 10-K), filed with the SECFeb 2026: CRISPR Therapeutics reports Q1 2026 Casgevy revenue growth, pipeline expansionAug 2026: Casgevy's $43M quarterly revenue against a 'triple in 2026' projection shows the real con… (unconfirmed)

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Casgevy's $43M quarterly revenue against a 'triple in 2026' projection shows the real constraint is infusion capacity, not demand

32% confidence

CRISPR Therapeutics and Vertex project Casgevy revenue to nearly triple in 2026 from a Q1 base of $43 million, with growth explicitly tied to expanding infusion center capacity and insurance coverage rather than patient demand.

This is InsightNodes' own interpretive read: Casgevy's ex vivo treatment process requires specialized infusion centers to harvest, edit, and reinfuse a patient's own cells, which is a fundamentally different bottleneck than typical drug commercial ramps that are constrained by prescriber awareness or reimbursement alone -- this means Casgevy's revenue trajectory is more predictable than a typical launch (capacity additions are plannable) but also structurally capped in the near term regardless of how much patient demand exists, a distinction relevant to modeling both CRISPR Therapeutics' and Vertex's near-term Casgevy revenue.

InsightNodes analysis of CRISPR Therapeutics Q1 2026 results · Aug 14, 2026

CRISPR Therapeutics's Timeline

A sourced, dated history of CRISPR Therapeutics's key moments — founding to present.

  1. 2026-Q1 · Casgevy revenue reaches $43M, cash position strengthens to $2.44B

    CRISPR Therapeutics reported Q1 2026 Casgevy revenue of $43 million, with Vertex and CRISPR projecting revenue to nearly triple in 2026; cash, equivalents and marketable securities reached $2.44 billion, up from $1.98 billion at year-end, aided by $585.4 million in net proceeds from convertible senior notes.